Carolyn Gelling  Chartered FCSI, Chartered Wealth Manager, Dip IoD

Director - Client Services, Equiom Isle of Man

Carolyn is a member of the board of Equiom (Isle of Man) Limited, whose role is to set and execute strategy to support business growth and ensure that all regulatory, compliance and corporate governance requirements are met. Carolyn also works closely with a number of Equiom’s key clients, ensuring delivery of the highest service levels, and has a lead role in Equiom Group’s investment management and banking oversight and selection process. 

Carolyn has more than 25 years' experience in the financial services industry and has held senior roles. A technical investment manager by training, her career has encompassed asset management, corporate governance, corporate finance, listing of debt and equity, capital markets, private markets and strategic business development for private clients and their structures, institutional clients, charities, funds and financial services businesses for whom she has held board and trustee positions.

Carolyn has completed the Institute of Directors Diploma in Company Direction (Masters Level), she is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager. Carolyn currently serves as a Committee Member of the Institute of Directors Isle of Man branch and acts as a Trustee and Director for an Isle of Man Charity. 


由于商业用途,该页面未被完全翻译为中文。若您需要与一位讲中文的顾问联络,请邮件联系 enquirieshk@equiomgroup.com, +852 3188 1143, 谢谢。

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